Job Description
Functional Designation | Relationship / Sales Manager -Primer Current Account |
Department | Branch Banking |
Job | Sales / Acquisition |
Job Title | Manager |
Location | PAN India- As defined |
Reporting To | Senior Relationship Manager – Primer Current Account |
- Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. |
- Position Responsibilities
Sr. | Key Responsibilities |
1 | New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.
Adherence to Bank policies and guidelines such as KYC & AML |
2 | Ensure successful onboarding of customer for a smooth transition to branch banking team.
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3 | Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
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4 | Activities for lead generation
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5 | Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
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- Qualifications and Experience Requirement
Qualifications | |
Minimum | Graduate |
Preferred | MBA + IRDA qualified |
Experience | |
Essential | – 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
– Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. – Should know the local language. |
- Competency Requirements
- Technical Skills
Skill | Attribute |
Computer Skills | Good skills of Excel. |
Banking Knowledge | Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
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- Behavioural Skills
Skill | Attribute |
Communication Skills | Good written & verbal communication. Fluency in English (written and spoken) |
Presentable and with High Grooming standards | |